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Busey Wealth Management

SEC CIK
0001427202
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Busey Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
86,659
Value
$92.3M
% of portfolio
2.2%
Quarters held
22
Since Q1 2021
Holdings of CAT by Busey Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,659$92.3M2.2%−3,666−4.1%ReducedHolders
Q1 202690,325$64.0M1.7%−1,425−1.6%ReducedHolders
Q4 202591,750$52.6M1.4%−2,624−2.8%ReducedHolders
Q3 202594,374$45.0M1.3%−921−1.0%ReducedHolders
Q2 202595,295$37.0M1.1%−507−0.5%ReducedHolders
Q1 202595,802$31.6M1.1%+849+0.9%AddedHolders
Q4 202494,953$34.4M1.1%+7,947+9.1%AddedHolders
Q3 202487,006$34.0M1.1%−957−1.1%ReducedHolders
Q2 202487,963$29.3M1.0%+9,321+11.9%AddedHolders
Q1 202478,642$28.8M1.0%+508+0.7%AddedHolders
Q4 202378,134$23.1M0.9%−3,765−4.6%ReducedHolders
Q3 202381,899$22.4M1.0%−4,588−5.3%ReducedHolders
Q2 202386,487$21.3M0.9%−2,012−2.3%ReducedHolders
Q1 202388,499$20.3M0.9%+1,101+1.3%AddedHolders
Q4 202287,398$20.9M0.9%−3,938−4.3%ReducedHolders
Q3 202291,336$15.0M0.7%−4,027−4.2%ReducedHolders
Q2 202295,363$17.0M0.8%−3,567−3.6%ReducedHolders
Q1 202298,930$22.0M0.9%−790−0.8%ReducedHolders
Q4 202199,720$20.6M0.8%−307−0.3%ReducedHolders
Q3 2021100,027$19.2M0.8%+52,670+111.2%AddedHolders
Q2 202147,357$10.3M0.5%−1,866−3.8%ReducedHolders
Q1 202149,223$11.4M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.